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Shotwell Rutter Baer’s Dimensional International Value ETF DFIV Stock Holding History

Shotwell Rutter Baer’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.1M Sell
131,479
-6,634
-5% -$365K 3.9% 10
2026
Q1 		$7.29M Sell
138,113
-29
-0% -$1.54K 4.28% 10
2025
Q4 		$6.98M Buy
138,142
+2,680
+2% +$127K 4.19% 11
2025
Q3 		$6.28M Sell
135,462
-3,600
-3% -$161K 4.05% 11
2025
Q2 		$6.02M Buy
139,062
+200
+0.1% +$8.15K 4.09% 11
2025
Q1 		$4.96M Buy
138,862
+371
+0.3% +$14.2K 4.37% 10
2024
Q4 		$4.89M Buy
138,491
+3,345
+2% +$123K 4.12% 10
2024
Q3 		$5.13M Buy
135,146
+4,661
+4% +$172K 4.22% 10
2024
Q2 		$4.75M Buy
130,485
+1,334
+1% +$49.1K 4.21% 10
2024
Q1 		$4.81M Buy
129,151
+596
+0.5% +$20.7K 9.75% 5
2023
Q4 		$4.39M Buy
+128,555
New +$4.19M 4.19% 10

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Shotwell Rutter Baer's DFIV Position: Q2 2026 in Review

Shotwell Rutter Baer reduced its Dimensional International Value ETF (DFIV) stake by 4.8% in Q2 2026, selling an estimated $365K and leaving 131,479 shares worth $7.1M. The position accounts for 3.9% of the portfolio, ranked #10.

Shotwell Rutter Baer first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.29M in Q1 2026. 893 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Shotwell Rutter Baer held 131,479 shares of Dimensional International Value ETF worth $7.1M as of Q2 2026.
  • Shotwell Rutter Baer sold 6,634 Dimensional International Value ETF shares in Q2 2026, an estimated $365K.
  • Dimensional International Value ETF made up 3.9% of Shotwell Rutter Baer's portfolio in Q2 2026, its #10 holding.
  • Shotwell Rutter Baer first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Shotwell Rutter Baer's Dimensional International Value ETF position peaked at $7.29M in Q1 2026.
  • 893 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.